Create new customer in JobTread when tag is applied in Keap
Create new customer in JobTread when tag is applied in Keap
Create new customer records in JobTread when a specific tag is applied to a contact in Keap. Capture and organize all relevant customer information for follow-up, ensuring efficient onboarding and improved project management.
Zap details:
Overview
Create new customer records in JobTread when a specific tag is applied to a contact in Keap. Capture and organize all relevant customer information for follow-up, ensuring efficient onboarding and improved project management.